Saving and investment planning

Even the word ‘investment’ is daunting for many people, and in the busy lives we lead saving for the future understandably becomes an afterthought. We will plan with you and bring structure to your saving goals.

How do we help you make the right decisions about your savings and investments?

It’s not all about tying your money away and hoping for the best – we help you map out your life goals and plan how to get there.

Whether you’re considering your personal savings or you’re thinking about the future of your business, we will educate you around investments and ensure you make informed, logical decisions that match your ambitions.

We will advise and guide you on the key areas of savings and investments, as well as the range of products and solutions available, including:

  • ISAs / Junior ISAs
  • Unit Trusts
  • Investment Bonds
  • International Investment Bonds
  • Trustee investments
  • Corporate investments
  • Access to discretionary fund management*
  • Access to specialist banking and lending services

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The value of investments may fall as well as rise purely on account of exchange rate fluctuations.

Equities do not provide the security of capital associated with a deposit account with a bank or building society.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs generally depends on individual circumstances.

 

* This service is provided by Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place. Rowan Dartington provides a range of additional, complementary wealth management services.

Choosing Morris Powell for savings and investments advice

We all have our own hopes and dreams in life – and they require some planning to make them a reality. We take a holistic approach, working to understand your aspirations so we can help shape your financial future.

As modern-day business owners, we exist in a digital world that’s driven by technology. We can relate to the world you inhabit and our advice is shaped by our understanding, whilst also taking into account your personal circumstances and ambitions.

Our commitment to you, we will

  • Act as your financial conscience
  • Conduct face to face financial planning, to understand you and your needs
  • Host regular meetings, evolving your financial plan to meet your goals over time
  • Always speak your language, financial advice doesn’t have to be a mystery

Let’s start the conversation.

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James’s Place Privacy Policy.


Morris Powell Financial Management together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Morris Powell Privacy Policy  or the St. James’s Place Privacy Policy

Let’s start the conversation.

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James’s Place Privacy Policy.


Morris Powell Financial Management together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Morris Powell Privacy Policy  or the St. James’s Place Privacy Policy